Learn how to use the Campaigns section in Opta to create, manage, troubleshoot, and scale your lead generation efforts. This includes setting up fields in bulk, customizing posting instructions, using lead lookup, managing suppression lists, and scheduling future changes.
This video explains how to navigate and use the Campaigns section effectively:
Campaign List
The Campaign List is where you can:
View all active or inactive campaigns
Search for specific campaigns
Create a new campaign from the top-right button or via global search
Pause, or activate campaigns directly in bulk
Quickly jump into Manage Campaign to update targeting, posting, or field structure
Global Field Options
This tool allows you to manage fields across multiple campaigns at once. You can:
Define default fields that apply to every new campaign
Add basic, custom, or posting variable fields in bulk
Use the bulk apply tool to push new fields across selected campaigns without editing each one manually
This is especially useful when campaigns follow a similar structure or when new data requirements emerge.
Posting Instructions
You can generate shareable posting instructions for any campaign and publisher without needing to give portal access.
Includes:
Campaign and partner info (e.g., CPL caps, schedule)
Required fields and targeting rules
A sample post and expected response format
Live test post functionality
Pre-ping setup and testing
Instructions can be viewed on-screen or shared via a link.
Scheduled Tasks
Use this feature to automate changes across campaigns. You can:
Schedule a campaign to pause or activate on a future date (e.g., holidays)
Set a future posting flow change
Include context or notes (e.g., “pause for one week during compliance review”)
Track all pending, completed, or canceled tasks in one view
Lead Lookup
A powerful tool for QA, validation, and troubleshooting. You can:
Search by email, phone, or filter by publisher or campaign
View lead status, post/response data, timestamps, and more
Filter by accepted vs. rejected
Export leads by day or campaign as a CSV file
Toggle to show test leads
Also includes a separate view for pre-ping lookup, helpful during campaign setup or debugging.
Suppression Lists
Two suppression levels are available:
Global suppression list – Blocks records across all campaigns
Campaign-level suppression – Scoped to a specific campaign
You can:
Add single entries manually
Upload bulk suppression files
Update the list via API (e.g., for real-time feedback suppression)
Download your suppression list to share with partners
Use provided templates to format your file correctly
Summary
The Campaigns section is the operational core of Opta. Use it to create and scale campaigns quickly, standardize your setup, troubleshoot lead issues, and manage rules at scale. Whether you’re managing dozens of campaigns or a single source, this section is designed for speed, clarity, and control.
As always, please reach out to [email protected] or use our support chat for any questions related to our dashboard.